Senior Consultant, M&A (Insurance)

West Monroe; New York (NY); On-site; USD 135,900 - 159,900; Full time

Benefits offered by this job

Medical, dental, vision insurance

401(k) + ESOP

Annual bonuses

Unlimited PTO

Job summary

West Monroe is seeking a Senior Consultant in Insurance Mergers & Acquisitions to partner with private equity and corporate clients across transactions. You will perform due diligence, lead post‑close integration, and drive technology enablement to create value and improve operations.

Ideal candidates have 4+ years in consulting or M&A within Insurance, strong communication skills, and familiarity with AI-enabled workflows. Travel up to 30% is typical for diligence and execution across locations.

Qualifications

• 4+ years of experience in consulting, M&A, or IT within the Insurance industry.
• Experience in M&A‑centric roles with Private Equity or corporate strategics.
• Familiarity with SaaS, software transactions, and tech transformations is preferred.
• Strong communication, leadership, and project management skills.

Responsibilities

• Serve clients across the transaction lifecycle including platform acquisitions and divestitures.
• Conduct due diligence identifying risks and opportunities in compliance, operations, and growth.
• Lead post‑close engagement and integration, including technology enablement initiatives.
• Collaborate with clients to implement processes and technologies for value and efficiency.

Skills

M&A experience

Due diligence

Post-merger integration

AI tools usage

Education

Bachelor's degree or equivalent preferred

Job description

Overview

Senior Consultant – Insurance Mergers & Acquisitions

West Monroe’s Mergers & Acquisitions practice partners with Private Equity and Corporate Strategic clients to transform insurance brokers, carriers, and InsurTech companies. The Senior Consultant focuses on delivering client value, driving business development, and contributing to the growth of the practice.

Responsibilities

• Serve Private Equity and Corporate Strategic clients across the transaction lifecycle, including platform acquisitions, mergers/integrations, and divestitures/carve‑outs.
• Conduct pre‑close technology and operations due diligence, identifying risks and opportunities related to compliance, operations, revenue, and growth.
• Lead post‑close engagements, including Day 1 readiness planning, post‑merger integration, carve‑out execution, and technology‑enabled value‑creation initiatives such as digital transformation, system migration, data strategy, and target operating model development.
• Work directly with clients to implement processes and technologies that drive business value and operational efficiency across business and technical functions.
• Facilitate client workshops to design future‑state business processes, define requirements, and evaluate technology solutions against industry best practices.
• Interface with all levels of management, including C‑level executives, at client organizations.
• Develop client‑ready communications, such as project plans, implementation plans, and financial models, to facilitate decision‑making, mitigate risks, and resolve issues.
• Manage multiple tasks efficiently in a fast‑paced, team‑oriented environment while maintaining high attention to detail and prioritizing competing demands.
• Collaborate with engagement teams to establish highly functioning joint project teams and reduce project risk.
• Leverage AI tools to accelerate analysis, synthesize complex information, and support data‑driven recommendations for clients, exercising sound judgment in evaluating outputs.
• Apply AI technologies (e.g., generative AI, automation tools, data models) to enhance insights, improve delivery efficiency, and elevate the quality of client outcomes.

Practice Development

• Build data‑driven methodologies and assets for evaluating Insurance services and technology businesses in a due‑diligence capacity.
• Enhance frameworks and tools for technology due diligence, advisory engagements, and broader Insurance practice initiatives.
• Collaborate with software, infrastructure, and security architects to elevate the Insurance advisory capabilities of the M&A team.
• Actively participate in recruiting top talent, mentoring junior consultants, and contributing to the performance management process.

Business Development

• Support business development efforts by creating work plans, pricing estimates, and risk assessments for prospects.
• Assist in tailoring proposals to client investment needs and constraints, particularly in the Insurance and Financial Services sectors.
• Build and leverage a professional network by attending industry events and engaging with clients and prospects.
• Actively participate in M&A and Insurance industry events to stay informed of market trends and competitive dynamics.

Qualifications

• 4+ years of experience in consulting, M&A, or IT within the Insurance industry.
• Strong knowledge of Insurance sub‑sectors, including brokers, carriers, MGAs, InsurTech, BPO/Insurance Services, and FinTech.
• Experience in M&A‑centric roles (e.g., due diligence, post‑merger integration, carve‑outs) with Private Equity investors or corporate strategics.
• Familiarity with SaaS, software company transactions, and technology transformations is preferred.
• Proven ability to manage concurrent projects and workstreams efficiently.
• Strong analytical, problem‑solving, and quality assurance skills.
• Excellent organizational, verbal, and written communication skills, with the ability to present to C‑level executives.
• Experience integrating AI tools (e.g., ChatGPT) into day‑to‑day workflows to enhance productivity and insight generation, with strong critical thinking to assess accuracy, mitigate bias, and ensure high‑quality outputs.
• Proficiency in project planning methodologies and software development life cycles. Strong interpersonal skills and the ability to thrive in collaborative, team‑based environments.
• Bachelor’s degree or equivalent preferred.
• Ability to travel up to 30%; travel is typically short‑term (2‑3 days on‑site per diligence project, 50% during post‑close execution).
• Authorization to work permanently in the United States without sponsorship.
• Commitment to inclusion, diversity, and openness to new ideas and perspectives.

Compensation & Benefits

Salary ranges vary by location:

• Seattle or Washington, D.C.: $124,100—$146,000 USD
• Los Angeles: $130,000—$152,900 USD
• New York City or San Francisco: $135,900—$159,900 USD
• Other locations: $118,200—$139,000 USD

Employees and their families receive comprehensive medical, dental, vision, and basic life insurance coverage. A 401(k) plan, employee stock ownership program, and annual bonuses are available. Unlimited flexible time off and ten paid holidays per year, plus ten weeks of paid parental leave upon hire, are included.

Equal Employment Opportunity

West Monroe is an Equal Employment Opportunity Employer. Employment decisions are based on merit, experience, and potential, without regard to race, color, national origin, sex, sexual orientation, gender identity, marital status, age, religion, disability, veteran status, or any other characteristic prohibited by law. For information on diversity, equity and inclusion at West Monroe, visit www.westmonroe.com/inclusion.